DPO CRM
Features

One platform for your
entire sales motion.

From the first lead to the signed deal and the renewal after - DPO CRM gives your team everything they need to manage thousands of customers in one place.

Customer database

Every customer, one source of truth.

Store, segment, and search thousands of contacts and companies without slowing down. Full history, notes, and deal value on every record.

  • Manage 5,000 to unlimited contacts per workspace
  • Smart search, filters, tags, and saved segments
  • Full activity timeline on every customer
  • Bulk import from CSV, forms, or API
SM
Sarah Mitchell
Northwind Logistics · £48,000
Won
AR
Amelia Reyes
Apex Consulting · £22,500
Proposal
OK
Omar Khan
Cobalt Capital · £91,000
New lead
YN
Yuki Nakamura
Stellar Media · £15,200
Qualified
Lead
Granite Group
Proposal
Beacon Foods
Won
Atlas Trading
Weighted pipeline
1,204 open opportunities
£14.2M
Sales pipeline

See every deal, move it forward.

A visual, drag-and-drop pipeline that mirrors how your team actually sells. Custom stages, weighted forecasting, and instant value roll-ups.

  • Drag-and-drop kanban with custom stages
  • Weighted revenue forecasting
  • Deal rotting alerts when things go quiet
  • Per-rep and per-stage breakdowns
Multi-channel inbox

Email, WhatsApp & SMS - unified.

Every conversation in one thread, logged automatically against the right customer. Your reps never alt-tab between five apps again.

  • Two-way email, WhatsApp Business & SMS
  • Shared team inbox with assignment
  • Templates, snippets, and saved replies
  • Auto-logged to the customer timeline
JD
James Donovan
Contract ready to sign 👍
WhatsApp
CL
Chloé Dubois
Re: Proposal for Q3 rollout
Email
TK
Tariq Khan
Can we move the meeting?
SMS
When deal → Proposal
Send "Proposal follow-up" email after 2 days
When lead goes cold
Create reminder + notify owner
When deal won
Notify #sales-wins on Slack
Workflow automation

Let the busywork run itself.

Build no-code automations that trigger on any customer action or deal stage. Follow-ups, assignments, and reminders happen on their own.

  • Visual, no-code automation builder
  • Triggers on stage changes, time, or activity
  • Auto-assign leads by territory or round-robin
  • Slack, email & webhook actions
Reports & insights

Decisions backed by real data.

Live dashboards, conversion analytics, and rep leaderboards. Know exactly where revenue comes from and where deals stall.

  • Real-time revenue & pipeline dashboards
  • Conversion funnel and win-rate analysis
  • Agent leaderboards and activity tracking
  • Scheduled reports & one-click CSV export
AD
Admin
Full access · all teams
Owner
MG
Sales Manager
Sees the whole team's deals
Manager
RP
Sales Rep
Sees only their own pipeline
Rep
Team, roles & security

Built for teams, secured for business.

Granular role-based permissions keep reps focused and data safe. Enterprise-grade security baked in from day one.

  • Multi-team, role-based access control
  • SSO / SAML & two-factor authentication
  • ISO 27001 certified · SOC 2 Type II · GDPR
  • Full audit log of every change

See it with your own data.

Start a free 14-day trial, or explore the live demo with sample data right now.

No credit card required · Set up in minutes

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